Community foundations have the privilege of working with individuals, families, and businesses who are deeply committed to supporting charitable causes. Across generations and backgrounds, philanthropy continues to play an important… Read More
Usually, when nonprofits talk about endowments, the focus is on their sustainability. Since endowments generate annual distributions, they provide predictable support that can help organizations deal with any unpredictable fundraising… Read More
Real estate is the largest asset class in the world, yet only a small percentage of charitable giving each year involves property. Many advisors and donors know it is possible… Read More
Last December, I was in an all-day training, ready to wrap up when the trainer’s final words made me sit up straighter. “We all have two gifts we can give,”… Read More
Most advisors know the basics of Qualified Charitable Distributions (or QCDs), but that isn’t the same as navigating a real client conversation. While it’s common for this topic to come… Read More
As 2025 came to a close, many CPAs, estate planning attorneys, and financial advisors saw a rush of charitable planning among high-income clients. With the new federal limits for 2026,… Read More
As we move into the first quarter of 2026, you’re likely already tracking updated IRS thresholds and monitoring how recent tax law changes affect planning strategies. What’s easy to overlook,… Read More
Most nonprofits do a great job reminding donors about the benefits of giving appreciated, publicly traded securities, and those reminders matter. But most donors are used to just writing a… Read More
As you begin planning your 2026 fundraising and donor stewardship efforts, it’s worth stepping back to look at the full spectrum of your supporters. Successful fundraising strategies recognize that donors… Read More
“Our board members are skeptical that planned giving is something we can realistically take on. They worry we’re just not ready.” Sound familiar? It does to a lot of non-profit… Read More